Updated pricing! For a limited time, we have simplified and reduced pricing to help CPAs with their busy workloads.
Act now and lock in the new, lower prices!
Benefits to Your Business
Personalize your status messages
Set up your own status messages within minutes - tailored for your business and your brand.
Instantly notify Your Clients
Send text messages instantly when you want your customers to know where they are in the process.
Save time and Money!
Reduce incoming phone calls that ask “what’s the status of my file?” allowing your team to focus on high-value tasks.
Grow your business!
By increasing efficiency through SecureStatus message automation, increase the number of clients you can serve.
A keep-it-simple, secure service to engage customers with their important status updates.
We built SecureStatus to be simple to use - both for you and for your clients. It is truly simple to set up your own status messages that will be instantly received by your customer. They read the status message right on their cell phone without having to log onto a personal computer. Crafted to be a secure scalable platform with robust power so that customers are notified instantly. No personal identifiable information (PII) is ever transmitted through Secure Status, ensuring modern compliance.
How It Works
Easily set up your status messages
• Use our default status messages or customize your own.
• Move them into the correct process flow (top to bottom).
• Set simple rules for repeating outbound messages (optional).
Send a status message to your client
• Messages go to your customer via secure cloud immediately after you click send.
• No email or configuration needed!
• Messages are logged for each customer record so you know when they were sent.
Customer receives text message instantly!
• Bam! The customer receives the status message within seconds.
• Your customer knows it is from you and appreciates the update.
• Your staff workload is freed up to do the important tasks!
Pricing
Annual Subscription Plan
Unlimited status messages to each client!
All features enabled!
Money back guarantee if you are not completely satisfied within 90 days!
Flexible pricing depending on your number of clients:
1-1000 clients $24.99/mo.
1001-5000 clients $39.99/mo.
5001+ clients Contact Us
Free Trial Plan
Try SecureStatus free for 14 days for up to 10 clients.
All features enabled!
Upgrade at any time!
Cost = Free
Benefits
Before SecureStatus ☹️
Long phone calls for simple messages.
Interrupting your customers in their busy days.
Distracting, expensive CPAs to menial tasks.
Paying staff to constantly follow up via telephone.
Example: 15 minutes of status calls, 250 customers/month, 60+ hours of calls, equals THOUSANDS of dollars of low-value activity!
With SecureStatus ☺️
Simple, to-the-point templated messages that go out with a single click.
Customers are always in-the-loop directly to their smartphone.
Take the load off of your staff so they can focus on other important work.
Example: Unlimited customers/month, instant text messages, improved client communication, SAVING you thousands of dollars!
CPA Case Study
With a growing firm and a busy client-load, the staff of Orser CPA was faced with more challenges in keeping up with the work. One big area taking more time was the basic task of following up with clients on the status of their tax returns. Over the course of being processed, a client return flows through many different “stations” and can be handled by several different employees, often getting delayed in waiting for customer information.
With SecureStatus, the Orser CPA staff can notify clients immediately that the client needs to send in information, or that their return is being reviewed, or that everything is done and it’s time to drop off a payment. This instant texting system saves the staff untold hours in a given month, and lets the team focus on other ways to add value. When there are phone calls with the customer, the team can jump into higher-value conversations, such as upselling other services, since simple status updates are out of the way.
“With SecureStatus, I can keep my customers informed of the status of their tax returns instantly. My staff appreciates having more time to focus on productive work instead of spending too much time on phone calls.”
Sign up today to start saving time AND money!
